NAVIGATION

When Personalising your Staff Profile you will need to remember to set the Staff Image 1. This pulls through to Property 24 and is vital to ensure that your professional black and white work image is showing on your property listings.

1) Hover over Tools in the top menu and select My Profile from the drop down.

2) Click on the Change Images blue button at the bottom.

3) On the pop up click Select on Image 1

4) Select your image from wherever it is saved on your Computer

5) Make sure it is in the File Name box and the press Open

6) Press the Save button.

N.B. This is PUBLICLY visible, meaning it will pull through to Property 24, please make sure it is a professional image.

7) Press the Save button to completed the upload.

As Expert Agent was designed in the UK for the UK market, a lot of the terminology will be unfamiliar to you. Below is a table that will hopefully show you the differences:

Expert Agent	South Africa
Sales
Vendor	Seller
Applicant	Buyer

Rentals
Applicant	Tenant
Tenancy	Rental
Tenant	Tenant (in a Let Tenancy)
Landlord Solicitor	Attorney
NI Number (on Landlord record)	ID Number
NI Number (on Applicant form)	ID Number

Offers
Vendor	Seller
Purchaser	Buyer
Vendors Solicitor	Transferring Attorney
Purchasers Solicitor	Bond Attorney
Mortgage Adviser	Bond Originator

General
Marketing Appraisal Form	Listing Sheet
Marketing Appraisal	Valuation

If you are trying to confirm a valuation on either a Rental or Sales property and it is not letting you past the Confirm Valuation Popup, this will be because you have failed to add in the Mandate fields on the Status Tab.

First of all you will be notified by this popup:

1) Press Ok.

2) Click on the "Status" tab

3) When filling in the date fields make sure that you click on the calendar icon to fill them in rather than typing the date directing into the box.

4) Select a Mandate Type from the drop down.

5) Press Save.

You will then be directed to the template popup, and you just follow the steps as normal.

N.B. in the NUMERIC price field on the first page of Confirm a Valuation screen, please do NOT type anything other than numbers (E.G. no commas or currency symbols), this will cause it to error.

Welcome to your very own Expert Agent manual.

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